LB
Legacy Bridge’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
47,021
+1,000
| +2% | +$28.1K | 0.63% | 58 |
|
|
2025
Q1 | $1.21M | Buy |
46,021
+1,201
| +3% | +$31.5K | 0.67% | 58 |
|
|
2024
Q4 | $1.24M | Buy |
44,820
+29,880
| +200% | +$828K | 0.65% | 60 |
|
|
2024
Q3 | $1.24M | Hold |
14,940
| – | – | 0.67% | 63 |
|
|
2024
Q2 | $1.16M | Hold |
14,940
| – | – | 0.69% | 62 |
|
|
2024
Q1 | $1.22M | Sell |
14,940
-80
| -0.5% | -$6.51K | 0.71% | 62 |
|
|
2023
Q4 | $1.13M | Hold |
15,020
| – | – | 0.73% | 64 |
|
|
2023
Q3 | $1.02M | Hold |
15,020
| – | – | 0.72% | 60 |
|
|
2023
Q2 | $1.07M | Sell |
15,020
-75
| -0.5% | -$5.33K | 0.71% | 60 |
|
|
2023
Q1 | $1.02M | Sell |
15,095
-500
| -3% | -$33.9K | 0.71% | 61 |
|
|
2022
Q4 | $1.02M | Hold |
15,595
| – | – | 0.73% | 59 |
|
|
2022
Q3 | $944K | Hold |
15,595
| – | – | 0.75% | 59 |
|
|
2022
Q2 | $978K | Hold |
15,595
| – | – | 0.72% | 59 |
|
|
2022
Q1 | $1.18M | Hold |
15,595
| – | – | 0.69% | 57 |
|
|
2021
Q4 | $1.25M | Hold |
15,595
| – | – | 0.65% | 62 |
|
|
2021
Q3 | $1.2M | Sell |
15,595
-90
| -0.6% | -$6.9K | 0.69% | 62 |
|
|
2021
Q2 | $1.23M | Hold |
15,685
| – | – | 0.69% | 58 |
|
|
2021
Q1 | $1.17M | Hold |
15,685
| – | – | 0.76% | 52 |
|
|
2020
Q4 | $1.07M | Hold |
15,685
| – | – | 0.77% | 48 |
|
|
2020
Q3 | $870K | Hold |
15,685
| – | – | 0.79% | 43 |
|
|
2020
Q2 | $825K | Sell |
15,685
-31
| -0.2% | -$1.63K | 0.91% | 34 |
|
|
2020
Q1 | $663K | Sell |
15,716
-1,056
| -6% | -$44.5K | 0.84% | 36 |
|
|
2019
Q4 | $1.01M | Hold |
16,772
| – | – | 0.84% | 34 |
|
|
2019
Q3 | $948K | Buy |
16,772
+50
| +0.3% | +$2.83K | 0.91% | 28 |
|
|
2019
Q2 | $955K | Buy |
16,722
+35
| +0.2% | +$2K | 0.92% | 23 |
|
|
2019
Q1 | $924K | Buy |
16,687
+86
| +0.5% | +$4.76K | 0.95% | 24 |
|
|
2018
Q4 | $796K | Buy |
+16,601
| New | +$796K | 0.99% | 22 |
|